APA

American Portfolios Advisors Portfolio holdings

AUM $2.36B
1-Year Est. Return 14.59%
This Quarter Est. Return
1 Year Est. Return
-14.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$672M
AUM Growth
+$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,452
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.46M
3
+$2.11M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.99M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.97M

Top Sells

1
+$2.39M
2
+$1.42M
3
+$1.39M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.25M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.13M

Sector Composition

1 Technology 9.13%
2 Financials 5.97%
3 Healthcare 4.72%
4 Communication Services 4.52%
5 Industrials 4.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$206K 0.03%
12,190
-2,912
502
$205K 0.03%
1,072
+173
503
$205K 0.03%
2,798
-66
504
$204K 0.03%
5,910
+65
505
$204K 0.03%
4,823
506
$203K 0.03%
973
+56
507
$203K 0.03%
9,530
508
$202K 0.03%
3,318
+88
509
$202K 0.03%
12,730
510
$202K 0.03%
5,126
-13,580
511
$201K 0.03%
3,872
-1,383
512
$201K 0.03%
63,732
-6,344
513
$201K 0.03%
5,771
-291
514
$201K 0.03%
4,021
+1,912
515
$200K 0.03%
2,303
+16
516
$200K 0.03%
2,341
+776
517
$200K 0.03%
348
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518
$200K 0.03%
3,756
-94
519
$199K 0.03%
3,450
-24
520
$198K 0.03%
9,976
+9,176
521
$197K 0.03%
20,340
+15
522
$196K 0.03%
5,742
-429
523
$196K 0.03%
5,065
524
$195K 0.03%
2,388
+514
525
$194K 0.03%
5,515
+1,445
19 20
21
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